Inheritence

[Bugaboo]

Re: Inheritence

Yes i will ... I also phoned the solicitor who delt with the probate to ask about the trust ...he told me the trust remains open until the property my brother is in is sold and shared equally among us ... I will get info sent as soon as my partner finishes work

[Peridot]

Re: Inheritence

Ok, I'll try and have a look tomorrow if get a chance. I'm not working after today until Monday, but if I get a chance I will pop onto the forum and check. Don't panic I will be back, it sounds like this has been going on for a little while, so hopefully a few days won't make a difference?

[Bugaboo]

Re: Inheritence

Thank you ...and yes it is a big mess .... And emotionally draining ... I sold my home paid my mortgage off and with the rest plus my inheritance i would of been able to buy the property that was soley left to him ...but he got greedy and wanted a price i could not afford ... And im now living in a box room with my husband at my daughters house ... I need my inheritance to buy another home ... I wish now i had it in writing from my brother but you just don't think to do that when it is your famliy ...

[Peridot]

Re: Inheritence

Really tough for you, unfortunately it does tend to bring out the worst in people. So important to make sure wills are as clear as possible. You always hope people will be reasonable, most of the time they are but unfortunately not always and then it is so emotionally difficult to deal with as well as the financial issues. Hopefully we'll be able to point you in the right direction at least.

[Kati]

Re: Inheritence

No problem, I'll wait to see the post. Don't forget to block out names etc.

I'll tag you when I post them xx

[Peridot]

Re: Inheritence

Thanks Kati, May not pick up but will check Monday latest anyway. Logging off shortly.

I'll tag you when I post them xx

[Kati]

Re: Inheritence

Thanks Kati, May not pick up but will check Monday latest anyway. Logging off shortly.

I'll skype you if desperate?!? xx

[Peridot]

Re: Inheritence

I'll skype you if desperate?!? xx

Ok x

[Bugaboo]

Re: Inheritence

Really tough for you, unfortunately it does tend to bring out the worst in people. So important to make sure wills are as clear as possible. You always hope people will be reasonable, most of the time they are but unfortunately not always and then it is so emotionally difficult to deal with as well as the financial issues. Hopefully we'll be able to point you in the right direction at least.

Hi peridot
Here is the info you asked for .... I've also included the letter of wishes .... Its is really confusing we are not sure what will to go by ...but it was my father that passed away first ...and thank you again

- - - Updated - - -

Sorry for some reason it hasn't uploaded them all i will try again

[Bugaboo]

Re: Inheritence

Really tough for you, unfortunately it does tend to bring out the worst in people. So important to make sure wills are as clear as possible. You always hope people will be reasonable, most of the time they are but unfortunately not always and then it is so emotionally difficult to deal with as well as the financial issues. Hopefully we'll be able to point you in the right direction at least.

Hi peridot
Here is the info you asked for .... I've also included the letter of wishes .... Its is really confusing we are not sure what will to go by ...but it was my father that passed away first ...and thank you again

[Peridot]

Re: Inheritence

Hi Bungaboo,

Thanks for loading the Wills. Can you confirm how each property was held by your parents.
I assume this was probably jointly as joint tenants which would enable each of your parents to 'will' their share. I notice it looks like one of the properties was mortgaged in 3 names (your brother who was to inherit that property?)
When your father passed away was the property that was left to your brother transferred to him at that time?
The property that your mother was living in, what happened to that? Was it transferred to your mother or did this 'drop into' the discretionary trust?
Was the trust ever wound up, or was everything transferred into your mother's name?

Was any interim payment made to any of the children between your father passing away and your mother dying?

There appears to be a document that you have up-loaded that appears to be a provisional will. Do you know if this was ever prepared correctly. Is the will you up-loaded (as opposed to this 'provisional' one) the will that was used to obtain the Grant of Probate?

Did the Worcester property transfer to your brother following your father's death? Is Somers Road the property that you anticipated should be sold and divided equally between the children?

It appears once the properties are dealt with under your mother's will then the rest of her estate is to go to one of the sons? Is that your understanding?

I also not that your mother made her Will on 2003 and your father in 2009. Is there a chance your mother would have amended her will on 2009 also?

Sorry a few more questions. It is important to understand what happened to the properties after your father passed away and who legally owned them at that time. In addition what happened to them after he passed away and into whose names the properties transferred.

Hopefully we'll be able to unravel some of this and point you in the right direction.